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Home > User Documentation > Processing Payments > Coupons > Assign a Coupon

Assign a Coupon

Overview

When a coupon is assigned to an account, it takes affect immediately. Coupons cannot be assigned to an account to take affect on a future date. Alternatively, per your business case, you can apply a service credit to an account where you can define when it starts, the number of applications, etc. 

You can apply a coupon to an account at any time during the account’s active lifecycle by following the steps in this article.

Assigning a Coupon

Getting Here: Click Accounts > search for an account > Payments & CreditsCoupons.

  1. Click Assign Coupon.

coupon1.png

  1. Enter a coupon code in the field.
  2. Click Validate to verify that the coupon code is correct.

coupon2.png

The coupon details such as the expiration date will appear as shown below.

coupon3.png

  1. Click Assign.

The customer will receive the applicable credits on future invoices.

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